I could have written a long article or just said…’I have said it so many times’…! There is no great secret to investing in volatile times. Imagine the situation of a person who is doing a Recurring Deposit in a bank…does he/she think what are the interest rates prevailing? No. He just does his RD. […]
I had a long, funny and sometimes heated discussion with an equity analyst. Not that he is a great analyst – nor is he a bad one. However like most fund managers he believes ‘equity returns are a function of timing’. He says…’see if you had invested Rs. 100 in the index in 1980, it […]
What happens when gold prices go down? Do we know where all the gold is? Surely when the gold bubble bursts (not sure when, but it will) what will happen? Well for people who like to learn from history please remember that it went up 25 times in the 1970s! It started from an artificially […]
LinkedIn came out with an IPO and became an instant hit. I am personally against IPOs – and my reasons have nothing to do with LinkedIn. I am on LinkedIn and have benefited by being on it. However I am not for buying an IPO -EVER. Now LinkedIN was a company created in 2003 and […]
Warren Buffet has a fantastic image and a super machinery that keeps his image intact. In fact growing… We saw a few days ago – that WB is: 1. a fantastic CEO of Berkshire Hathaway. 2. His whole portfolio (obviously including the insurance business) is extremely well diversified across industries, geographies, etc. 3. His performance […]
Amazed that in a country where every data and content aggregator wants your data and articles free….there is speakasia.com! They want to pay me for MY OPINION and the opinion of other people that I am able to collect. More amazing that people believe that this is a marketable product and 19 lakh people are […]
In the pre Sebi and pre NSE days, the BSE (actually it used to be called The Stock Exchange, Mumbai) used to do its settlement once in 15 days. Then it came down to once a week… This meant a lot of weak players would do transactions for a much longer period than what they […]